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About

Solutions

Resources

Case Studies

About

At Last - A CRM built for Private Capital Firms

At Last - A CRM built for
Private Capital Firms

At Last - A CRM built for Private Capital Firms

Your Contacts Engaged

Leverage the world's number one CRM system, now optimized for Private Capital firms like yours. Engage and track every call, task, email, meeting and interaction you have with your Investors, Partners and Colleagues with Asset Class CRM

Your Prospects Tracked

Engage Prospective Investors, Deals and Partners with our in-built campaign management, mass email and Prospect tracking capabilities. Track every prospect's interaction across your Portal, on Email, their calls and meetings for a complete view of their interest in your offerings.

Email & Calendar Synced

For Google or Outlook users, connect your email and calendar to Asset Class for an auto-sync of all contact with each prospect or deal. See your entire interaction historyt as it gets centralised against your prospects contact record. We make it easy for you and your team to keep everything centrally available and collaboratively viewable as needed

Keep Track of all Activities across your Team

Keep Track of all Activities across your Team

Keep Track of all Activities across your Team

Keep Track of all Activities across your Team

Track Calls, Meetings, Emails and more with our comprehensive CRM activity tracking

Call Tracking

Call Tracking

Team messaging

Team messaging

Calendar Integration

Calendar Integration

Google & Outlook Integrated

Google & Outlook Integrated

eMail Integration

eMail Integration

Actvity Reports & Dashboards

Actvity Reports & Dashboards

Engage Clients & Prospects with Powerful Campaign Features

Engage Clients & Prospects with Powerful Campaign Features

Engage Clients & Prospects with Powerful Campaign Features

Engage Clients & Prospects with Powerful Campaign Features

Engage Prospects quickly and Easily with our comprehensive Campaign management tools

Mass eMail

Mass eMail

Prospect Tracking

Prospect Tracking

Event Tracking

Event Tracking

Pipeline Tracking

Pipeline Tracking

Prospecting Tools

Prospecting Tools

Compliant Communication

Compliant Communication

Team KPI's Measured & Tracked

Team KPI's Measured & Tracked

Team KPI's Measured & Tracked

Team KPI's Measured & Tracked

Easily manage and track workload performance across your team with configurable Reports & Dashboards

Target Tracking

Target Tracking

Exception Reporting

Exception Reporting

Real-time Insights

Real-time Insights

Departmental Reporting

Departmental Reporting

Custimizable KPI's

Custimizable KPI's

Firm wide Visibility

Firm wide Visibility

Mobile Enabled visibility of all Team & Client Activities

Mobile Enabled visibility of all Team & Client Activities

Mobile Enabled visibility of all Team & Client Activities

Mobile Enabled visibility of all Team & Client Activities

Keep informed even when out of office with our Mobile Apps providing real-time visibility of everything that's happening at your firm

iOS & Android

iOS & Android

Reports & Dashboards on the go

Reports & Dashboards on the go

Bank-grade Security

Bank-grade Security

Permission Based views

Permission Based views

Real-time Data

Real-time Data

Phone or Tablet

Phone or Tablet

Integrated with Your Favorite Apps

Integrated with Your Favorite Apps

Integrated with Your Favorite Apps

Integrated with Your Favorite Apps

Easily integrate external Apps that you use with 1000's of connectors already available

Pitchbook

Pitchbook

DocuSign

DocuSign

Google & Outlook

Google & Outlook

Plaid

Plaid

Slack

Slack

1000's of others

1000's of others

Firms around the world using Asset Class

Meeting Investor Needs

"Asset Class is leading the charge in the democratization of Private Capital. They are visionaries that understand the Private Equity and Venture capital sectors and have brought world-class technology to address the challenges we face in meeting Investor needs, head on"

"Asset Class is leading the charge in the democratization of Private Capital. They are visionaries that understand the Private Equity and Venture capital sectors and have brought world-class technology to address the challenges we face in meeting Investor needs, head on"

Sreeni Prabhu

Sreeni Prabhu

Co-Founder & Co-CEO, Angel Oak

  • "Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”

    Sequoya Borgman

    Founder & CEO

    Borgman Capital

  • "We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".

    John Patriarca

    Director

    Elite Franchise Capital

  • "We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."

    Julian Schickel

    Co-Founder & Managing Partner

    Avellinia Capital

  • "Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."

    Craig Cimoroni

    Head of business development

    Mission Driven Bank Fund

  • "Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"

    Tom Munson

    Senior Associate

    ADIT Ventures

  • "Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"

    Tom Munson

    Senior Associate

    ADIT Ventures

  • "Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”

    Sequoya Borgman

    Founder & CEO

    Borgman Capital

  • "We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".

    John Patriarca

    Director

    Elite Franchise Capital


  • "Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"

    Tom Munson

    Senior Associate

    ADIT Ventures

  • "Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”

    Sequoya Borgman

    Founder & CEO

    Borgman Capital

  • "We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".

    John Patriarca

    Director

    Elite Franchise Capital

  • "We selected Asset Class to improve our investor communications and provide our investors with a state-of-the-art reporting portal solution. Its streamlined our investor reporting and onboarding while allowing for customization."

    Julian Schickel

    Co-Founder & Managing Partner

    Avellinia Capital

  • "Asset Class provided an exceptional solution that allowed the us to operate efficiently across three partner firms in an easy-to-use and understandable way. Due to the Fund’s structure, customization was critical and we found their configurability was a differentiator in the marketplace."

    Craig Cimoroni

    Head of business development

    Mission Driven Bank Fund

  • "Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"

    Tom Munson

    Senior Associate

    ADIT Ventures

  • "Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"

    Tom Munson

    Senior Associate

    ADIT Ventures

  • "Asset Class brought our investor relations function to the next level by saving time, enhancing communication and giving our LPs a great experience. Enabling us to expand our investor base with our new retail investor platform www.PassTheHat.com.”

    Sequoya Borgman

    Founder & CEO

    Borgman Capital

  • "We chose to partner with Asset Class as the platform allowed us an easy solution to keep all our investor documents and communications in one place. The simplicity of needing only 1 platform allows us to focus on the other areas of our business".

    John Patriarca

    Director

    Elite Franchise Capital


  • "Adit Ventures has been an Asset Class customer for nearly 4 years, enabling easy access to our deal pipeline and investor relationships. Asset Class provides an intuitive user interface and a customizable workflow that allows us to focus on what matters most"

    Tom Munson

    Senior Associate

    ADIT Ventures

Interested in learning more?

Reach out to us for a personalized demo

Interested in learning more?

Reach out to us for a personalized demo

Interested in learning more?

Reach out to us for a personalized demo

Interested in learning more?

Reach out to us for a personalized demo

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy

Asset Class © 2024, All Rights Reserved - Company Reg: 685299 - Privacy Policy